National Storage Affiliates Trust
NSADelisted Jul 22, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001618563
National Storage Affiliates Trust was delisted on Jul 22, 2026; its insiders filed their last Form 4 on Jul 22, 2026; 335 institutions reported holding it in 13F filings for Q2 2026, worth $3.17B in total; no superinvestor held it.
13F holders, Q4 2025
Institutional positions in National Storage Affiliates Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 329
- +5 vs. Q3 2025
- Shares held
- 76.2M
- +4.48M (+6.3%) vs. Q3 2025
- Total value
- $2.15B
- −$16.3M (−0.8%) vs. Q3 2025
- New holders
- 47
- 112 more added
- Sold out
- 42
- 124 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NSA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 335 | $3.17B |
| Q1 2026 | 333 | $2.68B |
| Q4 2025 | 329 | $2.15B |
| Q3 2025 | 330 | $2.18B |
| Q2 2025 | 341 | $2.27B |
| Q1 2025 | 338 | $2.72B |
| Q4 2024 | 349 | $2.57B |
| Q3 2024 | 352 | $3.28B |
| Q2 2024 | 359 | $2.77B |
| Q1 2024 | 321 | $2.68B |
| Q4 2023 | 307 | $3.00B |
| Q3 2023 | 299 | $2.32B |
| Q2 2023 | 334 | $2.65B |
| Q1 2023 | 305 | $3.14B |
| Q4 2022 | 318 | $2.76B |
| Q3 2022 | 314 | $3.29B |
| Q2 2022 | 321 | $3.91B |
| Q1 2022 | 301 | $4.94B |
| Q4 2021 | 305 | $5.33B |
| Q3 2021 | 284 | $3.98B |
| Q2 2021 | 253 | $3.23B |
| Q1 2021 | 229 | $2.54B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | −254−98.8% | Reduced |
| Larson Financial Group LLC | 2 | $56 | 0.00% | −3−60.0% | Reduced |
| Assetmark, Inc | 2 | $56 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $56 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 2 | $56 | 0.00% | +2 | New |
| Whittier Trust Co of Nevada Inc | 3 | $88 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $110 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 6 | $170 | 0.00% | +5+500.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12 | $336 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $339 | 0.00% | −233−95.1% | Reduced |
| Elyxium Wealth, LLC | 14 | $395 | 0.00% | +14 | New |
| Key Financial Inc | 16 | $451 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $508 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $564 | 0.00% | +4+25.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20 | $564 | 0.00% | +20 | New |
| South State Corp. | 20 | $565 | 0.00% | −5−20.0% | Reduced |
| Bell Investment Advisors, Inc | 28 | $790 | 0.00% | −62−68.9% | Reduced |
| EverSource Wealth Advisors, LLC | 29 | $818 | 0.00% | −35−54.7% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $846 | 0.00% | −10−25.0% | Reduced |
| Cornerstone Planning Group LLC | 27 | $859 | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 31 | $875 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 36 | $1.02K | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 42 | $1.19K | 0.00% | +15+55.6% | Added |
| WPG Advisers, LLC | 49 | $1.38K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 49 | $1.38K | 0.00% | +33+206.3% | Added |
| UMA Financial Services, Inc. | 51 | $1.44K | 0.00% | −11−17.7% | Reduced |
| Farmers & Merchants Investments Inc | 57 | $1.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $1.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 66 | $1.88K | 0.00% | −303−82.1% | Reduced |
| First Horizon Corp | 77 | $2.17K | 0.00% | 00.0% | Unchanged |
| Private Capital Management, LLC | 100 | $2.82K | 0.00% | −7,900−98.8% | Reduced |
| International Assets Investment Management, LLC | 100 | $2.82K | 0.00% | +100 | New |
| Godsey & Gibb Associates | 115 | $3.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 116 | $3.27K | 0.00% | +116 | New |
| Quantbot Technologies LP | 137 | $3.87K | 0.00% | +137 | New |
| Ransom Advisory, Ltd | 140 | $3.95K | 0.00% | −40−22.2% | Reduced |
| Insight Financial Services | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 155 | $4.37K | 0.00% | −274−63.9% | Reduced |
| CIBC Private Wealth Group, LLC | 175 | $4.94K | 0.00% | +42+31.6% | Added |
| Westside Investment Management, Inc. | 181 | $5.05K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $5.64K | 0.00% | +50+33.3% | Added |
| Massmutual Trust Co FSB | 203 | $5.73K | 0.00% | +82+67.8% | Added |
| Bellevue Asset Management, LLC | 240 | $6.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 270 | $7.62K | 0.00% | −300−52.6% | Reduced |
| GWM Advisors LLC | 270 | $7.63K | 0.00% | −248−47.9% | Reduced |
| Versant Capital Management, Inc | 281 | $7.93K | 0.00% | +265+1,656.3% | Added |
| Covestor Ltd | 269 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 290 | $8.18K | 0.00% | +208+253.7% | Added |
| Caldwell Trust Co | 300 | $8.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 329 | $9.28K | 0.00% | −493−60.0% | Reduced |
| SageView Advisory Group, LLC | 345 | $9.73K | 0.00% | +345 | New |
| Rossby Financial, LCC | 355 | $10.0K | 0.00% | +355 | New |
| Fulcrum Asset Management LLP | 380 | $10.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 547 | $15.4K | 0.00% | −1,916−77.8% | Reduced |
| 1620 Investment Advisors, Inc. | 567 | $16.0K | 0.01% | +112+24.6% | Added |
| Allworth Financial LP | 573 | $16.2K | 0.00% | +132+29.9% | Added |
| ZRC Wealth Management, LLC | 643 | $18.1K | 0.01% | +643 | New |
| Advisor Group Holdings, Inc. | 669 | $18.9K | 0.00% | −751−52.9% | Reduced |
| SRS Capital Advisors, Inc. | 674 | $19.0K | 0.00% | +674 | New |
| Key Capital Management, INC | 716 | $20.2K | 0.02% | +716 | New |
| Steward Partners Investment Advisory, LLC | 812 | $22.9K | 0.00% | +16+2.0% | Added |
| Quent Capital, LLC | 848 | $23.9K | 0.00% | +269+46.5% | Added |
| Fifth Third Bancorp | 969 | $27.3K | 0.00% | +220+29.4% | Added |
| HM Payson & Co | 977 | $27.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,005 | $28.4K | 0.00% | −1,589−61.3% | Reduced |
| Umb Bank N A | 1,125 | $31.7K | 0.00% | +975+650.0% | Added |
| Huntington National Bank | 1,132 | $31.9K | 0.00% | +88+8.4% | Added |
| GF Fund Management Co. Ltd. | 1,208 | $34.1K | 0.00% | −15−1.2% | Reduced |
| Jones Financial Companies LLLP | 1,589 | $44.8K | 0.00% | +287+22.0% | Added |
| US Bancorp | 1,705 | $48.1K | 0.00% | +379+28.6% | Added |
| Signaturefd, LLC | 1,713 | $48.3K | 0.00% | +246+16.8% | Added |
| Global Retirement Partners, LLC | 1,828 | $51.6K | 0.00% | +1,302+247.5% | Added |
| Rothschild Investment LLC | 2,001 | $56.4K | 0.00% | +547+37.6% | Added |
| Bayforest Capital Ltd | 2,100 | $59.2K | 0.04% | −6,898−76.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,131 | $60.1K | 0.00% | +539+33.9% | Added |
| Ancora Advisors, LLC | 2,146 | $60.5K | 0.00% | +2,146 | New |
| KBC Group NV | 2,193 | $62.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,225 | $62.8K | 0.00% | +615+38.2% | Added |
| Aster Capital Management (DIFC) Ltd | 2,488 | $70.2K | 0.03% | +2,488 | New |
| Pensionfund Sabic | 2,600 | $73.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 3,000 | $84.6K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,116 | $87.9K | 0.00% | +1,695+119.3% | Added |
| Whittier Trust Co | 3,000 | $88.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,484 | $98.3K | 0.02% | +2,843+443.5% | Added |
| CWM, LLC | 3,600 | $102.0K | 0.00% | +1,516+72.7% | Added |
| The PNC Financial Services Group, Inc. | 3,633 | $102.5K | 0.00% | +1,660+84.1% | Added |
| FIL Ltd | 3,925 | $110.7K | 0.00% | −1,584−28.8% | Reduced |
| Sterling Capital Management LLC | 4,165 | $117.5K | 0.00% | −188−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,174 | $117.7K | 0.00% | +2,454+142.7% | Added |
| Hantz Financial Services, Inc. | 4,514 | $127.0K | 0.00% | −4,036−47.2% | Reduced |
| IFP Advisors, Inc | 4,531 | $127.8K | 0.00% | +511+12.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,680 | $132.0K | 0.00% | +106+2.3% | Added |
| Advisors Asset Management, Inc. | 4,754 | $134.1K | 0.00% | +1,945+69.2% | Added |
| Ensign Peak Advisors, Inc | 4,880 | $137.7K | 0.00% | −10,350−68.0% | Reduced |
| Securian Asset Management, Inc | 5,143 | $145.1K | 0.01% | −100−1.9% | Reduced |
| Pensionfund DSM Netherlands | 5,300 | $150.0K | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,678 | $160.2K | 0.00% | +1,216+27.3% | Added |
| Federated Hermes, Inc. | 5,691 | $160.5K | 0.00% | −616−9.8% | Reduced |
| MAI Capital Management | 5,723 | $161.4K | 0.00% | −850−12.9% | Reduced |